Forms | Configuration options

Understand your Forms configuration options in Sage.

Go to Setup. In Quick Find, enter Installed and select Installed Packages from the search results. On the list of packages, select Configure next to the HCM package.

Option Description
Form Reminder Email Batch

Run Now Button. Select to run the Form Reminders Batch. The batch sends email reminders to Form responders if:

  • The Form Definition includes a Form Email with:
    • When Sent set to Reminder

    • Reminder Days set to a number of days

      • If you don't set the Close Date for the Form, Reminder Days specifies a number of days. This is between reminders if no one modifies the Form since the last Reminder

      • If you set the Close Date, Reminder Days sets the number of days after the Close Date to send a reminder

    • A Template you've selected
  • A workflow sets up to populate the Reminder Date field on the Form

See Email notifications.

Policy options

Screenshot: enable forms checkbox

Option Description
Forms

Select to enable forms for the policy.

Field sets

  HCM Form object
Field set Description
HCM Form Details

Field displays in the HCM Form detail view.

Picklists

None.

Object fields

Note The Close Date and Requested By Date fields are now legacy fields. You can populate these fields if you wish, but they don't have any functionality.

To rename these custom fields:

  1. Go to Setup and in Quick Find enter Override.

  2. On the Override page select the:

    • Package hosting the object

    • Language

    • Setup Component = Custom Field

    • Object

    • Aspect = Field Label

  3. Enter new values in the Field Label Override column

HCM Form object
Field Data type
Active Checkbox
Actor Text(255)
Actor Salutation Text(255)
Approval Date Date
Assessment Lookup(Assessment)
Close Date Date
Competency Assessment Lookup(Competency Assessment)
Completed Date Date
Concerning Text(255)
Contact Lookup(Contact)
Created By Lookup(User)
Current Page Text(255)
Data Long Text Area(32000)
Email Email
Employment Lookup(Employment Record)
EncodeId Text(255)
Form Definition Lookup(HCM Form Definition)
Form Definition Name Text(80)
Form Reference Auto Number
Incident Report Lookup(Incident Report)
Last Modified By Lookup(User)
Last View Date Date
Last View IP Text(15)
Manager Action Formula (Text)
Manager Action Date Formula (Date)
Manager Approves Checkbox
Object ID Text(20)
Owner Lookup(User,Group)
Rejected Date Date
Relates To Lookup(HCM Form)
Reminder Date Date
Request By Date Date
Request Prefix Text(128)
Request URL Formula (Text)
Salutation Formula (Text)
Start Date Date
Subject Text(255)
Team Member Lookup(Team Member)
Trigger Send Email Checkbox
VisualForce Page Text(128)
VisualForce Submit Text(128)

 

HCM Form Datum object
Field Data type
Category Formula (Text)
Created By Lookup(User)
Data Name Text(80)
Form Master-Detail(HCM Form)
Last Modified By Lookup(User)
Long Value Long Text Area(32000)
Score Number(4, 1)
Value Text(255)

 

HCM Form Definition object
Field Data type
Created By

Lookup(User)
Definition Long Text Area(32000)
Definition Name Text(80)
EncodeId Text(80)
Last Modified By Lookup(User)
Link Relationship Text(128)
Object Name Text(80)
Owner Lookup(User,Group)
Permit New Forms Checkbox
Permit New Object Checkbox
Request Prefix Text(128)
VisualForce Page Text(128)
VisualForce Submit Text(128)

 

HCM Form Rule object
Field Data type
Condition Long Text Area(32000)
Created By Lookup(User)
Direction Picklist
Form Data Name Text(80)
Form Definition Master-Detail(HCM Form Definition)
Last Modified By Lookup(User)
Object Field Name Text(128)

Record types

None.

Actions

  • Manager: Approve Form. Appears when: 

    • The Forms process is set up to require manager approval for team member forms. The manager receives an action to approve each form a team member submits

  • Team member: Edit. Appears when: 

    • The team member has a form assigned that they haven't submitted

  • Team member: Delete. Appears when:

    • The team member has a form assigned that they haven't submitted

Action events

Event

When sent
Approve When a designated approver approves a submitted form .

Reject

When a designated approver rejects a submitted form.

Start

When a Team Member starts a Form.

Submit

When a Team Member submits a Form.

See Using Action Events (HCM).